3rd Generation CPA
Entrepreneurs connect with me most often because:
They want to pay less in taxes;
They want to generate predictable passive income;
They want guidance about selling their company; or
They want to level up their financial success.
I've assembled a team of accountants, lawyers and financial planners that coach 7 figure income and 8 figure net worth entrepreneurs on becoming Rich Beyond Money.
I openly share the tools, resources and strategies I've used to create my own true freedom. I’ve sold eight companies, took one public, and completed over 50 real estate investments valued near $1 billion. I bring personal experience beyond being a technical expert to high performing families that want to balance qualitative and quantitative financial advice.
I live in Parkland, Florida with my wife, Amanda and our two children. I'm passionate about travel and fortunate to have visited over 70 countries on 5 continents.